Home > Local MCE Offices > Montgomery > Family and Consumer Sciences > Finance Classes

Finance Classes Offered

• Family and Consumer Sciences
• Elder Law
• Meet the Staff
• Nutrition & Physical Fitness
• Eat Well, Live Well
• Financial Well-Being
• Finance Classes
• Expanded Food and Nutrition Education Program
• EFNEP
• Need More Information?
• Helpful Links

Instructor: 

Susan K. Morris, AFC

Extension Educator, Family & Consumer Sciences

18410 Muncaster Road

Derwood, MD 20855-1421

Tel: (301) 590-2811  **Fax: (301) 590-2828

skmorris@umd.edu

Classes are 45 to 90 minutes in length, depending on the audience.  There is a 20 person minimum.

*These Classes can be combined into one 60 minute to 75 minute presentation.

Other class topics, by request. Schedule classes at least one month ahead.

2008 Finance Classes

Identity Theft	An identity thief is an imposter who uses your personal information to secure credit cards, loans and merchandise.  Learn ways to minimize your risk of becoming a victim, as well as resources for those already impacted.
Financial Record Organization	Organize and store personal financial records and documents (what to keep, where to keep, how long to keep).
*Who Gets Grandma's Yellow Pie Plate?	Considerations in distribution of non-titled property (e.g.,antiques, jewelry, etc.) - Often a catalyst for family disagreements
*Personal Property Inventory	Creating a personal property inventory can be beneficial for insurance and estate planning purposes.
Smart Money Moves	Financial management tips to improve your financial health.
Trash It or Stash It	What are the costs of clutter? Consider the lost dollars, wasted time, even lowered self-esteem.  Then look at the advantages of and steps to take for a less cluttered life.
Get a Handle on Your Money	Principles of cash management, as well as painless ways to save and achieve your dreams.
Make Your Money Go Further	A spending plan is your road map to financial success.  Look at goal setting and then build your spending plan!
To Your Credit	Discuss principles of credit & debt management, including credit scoring, credit reports and debt repayment plans.
How's Your Insurance?	Do you have adequate and appropriate insurance coverage?  How do you save money when shopping for quality insurance products?
Do You Want to Work Forever?	Retirement will be here before you know it.  Are you financially ready?  Look at the sources of retirement income, amount to save for retirement and investment tools.
Investment IQ	Financial framework for basic investing, including discussion of risk & reward and investment options.
You Can't Take it With You	Estate planning basics - what you need to consider.

For more information, contact Susan Morris

Last updated: 07/30/2008